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Wipfli Financial Advisors’s Okta OKTA Stock Holding History

Wipfli Financial Advisors’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$41K Buy
+723
New +$62.2K ﹤0.01% 1197

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wipfli Financial Advisors's OKTA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Okta (OKTA) in Q3 2022: 723 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings.

570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Wipfli Financial Advisors held 723 shares of Okta worth $41K as of Q3 2022.
  • Okta was a new Wipfli Financial Advisors position in Q3 2022.
  • Okta made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1197 holding.
  • 570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.